Strategy Analyst, Asset Management

sei.cmu.edu

Hybrid
Investment strategy analysis
Client reporting monthly and quarterly
Support sales and service processes
SEI’s Institutional business provides tailored investment and technology solutions to institutional investors with over three decades of service experience

Job Summary

  • SEI’s Institutional business provides tailored investment and technology solutions to institutional investors with over three decades of service experience.
  • The Strategy Analyst role involves producing investment strategy analysis, client reporting, supporting sales and service in EMEA, and maintaining internal systems for asset allocation reviews.
  • SEI offers a wide range of benefits including private medical care, enhanced family leave, volunteer days, and a hybrid working environment to support work-life balance.

Matching Summary

SEI’s Institutional business provides tailored investment and technology solutions to institutional investors with over three decades of service experience.

Skills & Requirements

Must-have

  • Investment strategy analysis
  • Client reporting monthly and quarterly
  • Support sales and service processes
  • Maintain internal asset management systems
  • Highly proficient in Excel
  • Respond to economic and investment requests

Nice-to-have

  • Familiarity with Python or VBA
  • Creative thinker
  • Willingness to take responsibility
  • Embody SEI Values of courage and integrity
  • Hybrid working environment
  • Strong pension plan
  • Comprehensive physical and mental well-being care

Key Requirements

  • Degree in Finance, Economics, Accounting, Computer Science, Mathematics or quantitative field
  • Prior work or internship experience in financial services
  • Completion of Risk Management training

Work Rights

Not specified

Tailored Resume

Cover Letter